Vision Client Relationship Management (CRM) automates the entire lead-to-execution project lifecycle by encompassing all of the tools needed to win new business and strengthen existing relationships.
It automates client and contact management, opportunity tracking, marketing campaign management, business development and activity management. Vision CRM integrates with Microsoft Outlook and Lotus Notes® to facilitate more collaboration throughout the organization. With a single central source of information accessible to everyone in your firm, you are empowering your team to fully leverage their collective knowledge.
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